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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,104 | $152,619+212.6% | $125,195+281.1% | $152,909+212.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.62% | 54.85%-30.2pp | 43.79%-19.2pp | 345.46%-320.8pp |
| Employer contribution / active EE | $7,925 | $4,947+60.2% | $3,866+105.0% | $4,764+66.4% |
| Participant deferral / active EE | $21,080 | $5,869+259.2% | $4,937+326.9% | $5,851+260.3% |
| Admin fee / account holder | $2,228 | $13,437-83.4% | $9,704-77.0% | $11,601-80.8% |